Allocation Line — entity reference

A reservation of real stock: one allocation line per item lot or stock record that an allocation drew from, listed in the Allocation Line grid on the fulfilment's record page (and on the sales order, service order and their lines) and numbered from the FA series. Lines are created by the Allocation actions on a fulfilment, a sales order or a service order, by Fulfilment and Auto Allocate, by Manual Allocation and by releasing back orders from a goods receipt; there is no New button. Lots are taken oldest first and lots with a hold code are skipped. Each line posts its Quantity to the stock record's Allocation bucket when it is saved (releasing SoftCommit when the order line had already soft-committed it), and recounts the allocated quantity on its fulfilment order line, sales order line or service order line. Picking, Allocation Delivery and invoicing from allocations consume the line through its pending quantities. Cancel Allocation never edits a line: it writes a cancellation row with a negative Quantity that points to the original. The line has no list of its own in any app.

Fields

Field	Label	Type	Required	What it does
`AllocatedById`	Allocated By	Lookup		Not stored, so it always reads empty.
`AllocatedByResourceId`	Allocated By	Lookup → Resource		Meant to name who allocated, but no action fills it.
`AllocatedQuantity`	Allocated Quantity	Calculated (calculated)		Quantity still reserved: Quantity less Returned Quantity, so cancellations bring it down.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DeliveredInvoicedQuantity`	Delivered Invoiced Quantity	Decimal		The part of the invoiced quantity that was delivered before it was invoiced, totalled from the invoice lines raised from this allocation.
`DeliveryQuantity`	Delivery Quantity	Decimal		Quantity delivered straight from this line by Allocation Delivery, net of returns. Deliveries through a picking line are counted in Picked Delivered Quantity instead.
`DeliveryReturnQuantity`	Delivery Return Quantity	Decimal		Not written by any action; it stays 0. Delivery returns are netted inside Delivery Quantity.
`DocumentDate`	Document Date	Date
`EligibleReturnQuantity`	Eligible Return Quantity	Calculated (calculated)		Quantity that can still be cancelled: Allocated Quantity less what is delivered, invoiced or still on a picking line. Selective Cancel Allocation accepts no more than this. The whole-document Cancel Allocation stops with 'A positive decimal number is expected for the field: Quantity.' when any line with allocated quantity has 0 here, so use Selective Cancel Allocation on such documents.
`ExternalId`	External	Text
`FulfillmentNumber`	Fulfillment Number	Number, unique		Not stored, so it always reads empty.
`Id`	Id	Guid	Yes
`InventoryFulfilmentId`	Inventory Fulfilment	Lookup → InventoryFulfilment		The fulfilment the reservation belongs to. Empty on lines allocated directly from a sales order or service order.
`InventoryFulfilmentOrderLineId`	Fulfillment Order Line	Lookup → InventoryFulfilmentOrderLine		The fulfilment order line this reservation covers. One fulfilment order line often has several allocation lines, one per lot or stock record used.
`InventoryLedgerId`	Inventory Ledger	Lookup → InventoryLedger		The inventory ledger entry the line posted to the Allocation bucket. Filled when the line posts.
`InventoryStockId`	Stock	Lookup → InventoryStock		The stock record a non-lot reservation is booked against.
`InvoiceQuantity`	Invoice Quantity	Decimal		Quantity invoiced straight from this line, without a delivery or a pick in between.
`IsClosed`	Closed	Boolean		Not written by any action. Judge whether a reservation is finished from its pending quantities.
`IsILPosted`	IL Posted	Boolean
`IsILPostingApproved`	IL Posting Approved	Boolean		Set by the actions that create lines, but the ledger posting does not read it: every allocation line posts when saved.
`ItemId`	Item	Lookup → Item
`ItemLotId`	Item Lot	Lookup → ItemLot		The lot reserved, for a lot-tracked item; empty when the line reserves a stock record. Locked once the line has a positive quantity.
`ItemLotTypeId`	Item Lot Type	Lookup → ItemLotType		The type of the reserved lot, taken from the lot.
`LastModifiedById`	LastModifiedBy	Guid
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Document Number	Text		Allocation line number, from the FA series of the allocation line numbering setting.
`OrderId`	Order	Lookup → Order
`OrderLineId`	Sale Order Line	Lookup → OrderLine		The sales order line the reservation answers. Allocated and cancelled quantities are counted into its Fulfilment Allocated Quantity.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`ParentFulfillmentAllocationLineId`	Parent Inventory Fulfillment Allocation Line	Lookup → InventoryFulfilmentAllocationLine		Set on a cancellation row: the allocation line whose reservation it released.
`PendingDeliveryQuantity`	Pending Delivery Quantity	Calculated (calculated)		Reserved quantity not yet delivered: Allocated Quantity less Delivery Quantity and Picked Delivered Quantity.
`PendingInvoiceQuantity`	Pending Invoice Quantity	Calculated (calculated)		Reserved quantity not yet invoiced: Allocated Quantity less all three invoiced quantities. Invoicing from allocations takes this amount.
`PendingPickingQuantity`	Pending Picking Quantity	Calculated (calculated)		Reserved quantity not yet on a picking line. Picking and Selective Picking take from it; at zero the line can only be delivered through Picked Delivery.
`PickedDeliveredQuantity`	Picked Delivered Quantity	Number		Quantity delivered through picking lines raised from this line.
`PickedInvoiceQuantity`	Picked Invoice Quantity	Number		The part of the invoiced quantity that was picked before it was invoiced.
`PickedQuantity`	Picked Quantity	Decimal		Total quantity on this line's picking lines, net of cancelled picks.
`PickingCancelQuantity`	Picking Cancel Quantity	Number		Quantity cancelled on this line's picking lines; it is added back to Pending Picking Quantity.
`PickingRequestedQuantity`	Picking Requested Quantity	Number		Total requested quantity on this line's picking lines.
`PickingReturnQuantity`	Picking Return Quantity	Number		Quantity returned to this reservation by cancelled picks; it is added back to Pending Picking Quantity.
`Quantity`	Quantity	Number		The quantity reserved and posted to the Allocation bucket. Negative on a cancellation row. Editing it re-posts the ledger and recounts the order counters without checking what is already picked or delivered, so correct a reservation by cancelling and allocating again.
`RecordTypeId`	Record Type	Guid, hidden
`RequestedQuantity`	Requested Quantity	Number		Not stored: the quantity entered for this line in a selective picking, delivery or cancel action.
`ReturnedQuantity`	Returned Quantity	Number		Quantity released by cancellation rows that point to this line.
`ServiceOrderId`	Service Order	Lookup → ServiceOrder		The service order, on lines allocated for a service order.
`ServiceOrderLineId`	Service Order Line	Lookup → ServiceOrderLine		The service order line the reservation answers; its Allocated Quantity is the total of these lines.
`SKUId`	SKU	Lookup → SKU		The SKU reserved, matched exactly by allocation. Locked once the line has a positive quantity.
`SoftCommittedQuantity`	Soft Committed Quantity	Calculated (calculated)		Equals Quantity when the line answers a sales order line or service order line, otherwise 0.
`StorageLocationId`	Storage Location	Lookup → StorageLocation		Where the reserved goods are, taken from the lot or stock record. Picking copies it to the pick list.
`UIProps`	UI Props	Text
`UnitCost`	Unit Cost	Currency		The lot's unit cost for a lot reservation. For a stock-record reservation it is the order line's Unit Price, a selling price rather than a cost.
`UpdatedDateTime`	Modified Date	DateAndTime	Yes

Actions

Action	Label	Type	What it does
`BulkDelete`	Delete	Delete, inactive	Delete
`Clone`	Clone	ServerAction (`Clone`)	Create a copy of this record
`Delete`	Delete	Delete	Blocked once the line has a non-zero quantity — reservations are reversed with CancelAllocation on the fulfilment, which writes a negative line, rather than deleted.
`DeleteInList`	Delete	Delete	Delete
`Edit`	Edit	Edit	Edit
`EditInLine`	Edit	EditInline	Edit
`EditListRow`	Edit	Edit	EditListRow
`HeaderEdit`	Edit	EditInline, inactive	HeaderEdit
`New`	New	New, inactive

Validations

Validation	Applies to	Error message	Notes
Quantity Rule Validation	`Quantity`, Error, inactive	Quantity shouldn't be less than zero.	Quantity shouldn't be less than zero.
Unit Cost Rule Validation	`UnitCost`, Error, inactive	Unit Cost can't be less than zero.	Unit Cost can't be less than zero.

Resource — looks up via AllocatedByResourceId
InventoryFulfilmentAllocationLine — looks up via ParentFulfillmentAllocationLineId
StorageLocation — looks up via StorageLocationId
UserAccount — looks up via OwnerId
InventoryStock — looks up via InventoryStockId
OrderLine — looks up via OrderLineId
UserAccount — looks up via CreatedById
ItemLot — looks up via ItemLotId
Order — looks up via OrderId
ServiceOrder — looks up via ServiceOrderId
ItemLotType — looks up via ItemLotTypeId
InventoryFulfilment — looks up via InventoryFulfilmentId
UserAccount — looks up via ModifiedById
SKU — looks up via SKUId
Item — looks up via ItemId
InventoryLedger — looks up via InventoryLedgerId
ServiceOrderLine — looks up via ServiceOrderLineId
InventoryFulfilmentOrderLine — looks up via InventoryFulfilmentOrderLineId
InventoryFulfilmentPickingLine — referenced by via InventoryFulfilmentAllocationLineId
InventoryFulfilmentAllocationLine — referenced by via ParentFulfillmentAllocationLineId
DeliveryOrderLine — referenced by via InventoryFulfilmentAllocationLineId
InvoiceLine — referenced by via InventoryFulfilmentAllocationLineId
InventoryLedger — referenced by via SourceRecordId

Allocation Line — entity reference

Fields

Actions

Validations

Related entities

Related topics